- Citigroup (Jacksonville, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...for communication of issues/tasks/opportunities. + Builds a rapport with back- office staff and seek out highest level of support… more
- MyFlorida (Tallahassee, FL)
- …as needed throughout the year. Reviewing and providing follow up on the Return-on- Investment data requested by the Governor's Office on a quarterly basis ... for the Local Service Programs Conducting ongoing analysis of contractor performance through the routine review of contractor reports, deliverables, Enterprise Client Information and Registration Tracking System (dCIRTS) data, and other information sources;… more
- Bank of America (Tallahassee, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (St. Petersburg, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …professional team that provides expertise and analysis for affordable housing investment and asset management activities. For investments representing moderate risk ... and Construction Contract Law. + Understanding of partnership and other investment contract documents. + Understanding of Title, Construction, Ownership arid other… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the firm's goal of delivering a menu of high-quality private markets investment opportunities to private wealth clients, with a particular focus on operationalizing ... to drive referral agreement negotiations and operationalizing of private market investment opportunities. Supports the broader private markets platform by reviewing… more
- City of Lakeland (Lakeland, FL)
- …City. + Develops requests for proposals for the procurement of Investment Managers, Financial Services, Custodial Services, Actuarial Services, and other services ... and submission to the appropriate State of Florida agencies. + Reviews investment reports, investment management ADVs, monitors security trading activity,… more
- Regions Bank (Orlando, FL)
- …for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and ... and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client… more
- Edward Jones (Tallahassee, FL)
- …our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole ... every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- Citigroup (Miami, FL)
- …to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in ... class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. **Responsibilities:**...for communication of issues/tasks/opportunities. + Builds a rapport with back- office staff and seek out highest level of support… more